by Aptus PM Team | May 28, 2020 | Blog, Equity Research
“To resist change is like holding your breath – if you persist, you will die”. Lao Tsu It seems no style of investing has a more dogmatic, rear-view mirror approach than classic value investing. Even the word “value” is a loaded term that is self-evident, and its...
by Aptus PM Team | May 13, 2020 | Blog, Equity Research
Don’t Fall into a Value Trap! The core tenet of many value investing strategies is often mean reversion. Simply put, this is when managers bet that bad things will improve – that the poor fundamentals of a company won’t last. During a period of...
by JD Gardner | Feb 14, 2020 | Blog, Equity Research, Risk
The last decade has made that fact easy to forget, but eventually the market will remind us, and may be doing so now. Volatility is a feature of the markets. If you want the upside, you cannot avoid volatility. If you are positioned to feel no risk, you will also...
